ZURICH (dpa-AFX Broker) - Swiss bank UBS has maintained its "buy" rating for Infineon with a price target of €44. AI growth will not stop in 2026, wrote Francois-Xavier Bouvignies on Thursday afternoon after a roadshow on this topic. In particular, the prospect of an addressable market volume of €8 to €12 billion for power supply solutions for AI data centers by 2030 was examined in more detail. /rob/ag/mis
Publication of the original study: November 27, 2025 / 4:11 p.m. / GMT
First distribution of the original study: November 28, 2025 / Time not specified in study / Time zone not specified in study
Infineon Technologies AG is one of the world's leading manufacturers of semiconductors. The group's products include power semiconductors, sensors, microcontrollers, digital, mixed-signal and analog ICs, discrete semiconductor modules, switches, interface ICs, motor-controlling ICs, RF power transistors, voltage regulators, and electronic safety components. Net sales break down by area of activity as follows:
- automotive (56.3%): semiconductor products used in the automotive industry, and memory products for specific applications for automotive, industrial, information technologies, telecommunications and consumer electronics.
- power & sensor systems (20.7%): semiconductors for energy-efficient power supplies, mobile devices, mobile phone network infrastructures, human-machine interaction as well as applications with special demands on their robustness and reliability.
- industrial power control (12.9%): semiconductor products for the conversion of electrical energy for small, medium and high-power applications, used in the manufacturing, the low-loss transmission, the storage and the efficient use of electrical energy;
- connected secure systems (10.1%): semiconductors for networked devices, card-based applications, and government documents; microcontrollers for industrial, entertainment, and household applications, components for connectivity systems, various customer support systems.
Net sales are distributed geographically as follows: Germany (10.8%), Europe-Middle East-Africa (15%), China-Hong Kong-Taiwan (34.3%), Japan (10.1%), Asia-Pacific (16.5%), the United States (10.9%) and Americas (2.4%).
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Investor
Investor
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Global
Global
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Quality
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